Phreesia, Inc.
PHR- Exchange
- NYSE
- Industry
- Services-Business Services, NEC
- SEC CIK
- 0001412408
In the last 90 days, Phreesia, Inc. insiders filed 0 open-market purchases and 4 sales; 227 institutions reported holding it in 13F filings for Q2 2026, worth $598.3M in total; no superinvestor holds it.
13F holders, Q1 2023
Institutional positions in Phreesia, Inc. as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 207
- +27 vs. Q4 2022
- Shares held
- 50.2M
- +1.52M (+3.1%) vs. Q4 2022
- Total value
- $1.62B
- +$45.9M (+2.9%) vs. Q4 2022
- New holders
- 44
- 68 more added
- Sold out
- 17
- 57 more reduced
Compare with Q4 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PHR on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 227 | $598.3M |
| Q1 2026 | 246 | $496.0M |
| Q4 2025 | 231 | $981.3M |
| Q3 2025 | 235 | $1.42B |
| Q2 2025 | 224 | $1.67B |
| Q1 2025 | 223 | $1.44B |
| Q4 2024 | 192 | $1.38B |
| Q3 2024 | 191 | $1.26B |
| Q2 2024 | 176 | $1.14B |
| Q1 2024 | 190 | $1.25B |
| Q4 2023 | 187 | $1.20B |
| Q3 2023 | 176 | $975.1M |
| Q2 2023 | 193 | $1.58B |
| Q1 2023 | 207 | $1.62B |
| Q4 2022 | 180 | $1.58B |
| Q3 2022 | 181 | $1.24B |
| Q2 2022 | 164 | $1.26B |
| Q1 2022 | 175 | $1.32B |
| Q4 2021 | 178 | $2.02B |
| Q3 2021 | 179 | $3.05B |
| Q2 2021 | 186 | $2.93B |
| Q1 2021 | 188 | $2.18B |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding Phreesia, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Jasper Ridge Partners, L.P. | 20,853 | $673.3K | 0.03% | 00.0% | Unchanged |
| Sumitomo Mitsui Trust Holdings, Inc. | 23,769 | $767.5K | 0.00% | −5,612−19.1% | Reduced |
| STRS Ohio | 24,000 | $774.0K | 0.00% | −700−2.8% | Reduced |
| American International Group, Inc. | 23,972 | $774.1K | 0.01% | +477+2.0% | Added |
| Barclays PLC | 25,234 | $814.8K | 0.00% | +7,514+42.4% | Added |
| Lisanti Capital Growth, LLC | 25,580 | $826.0K | 0.12% | +25,580 | New |
| MetLife Investment Management | 26,712 | $862.5K | 0.01% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 29,146 | $941.0K | 0.09% | +29,146 | New |
| Zacks Investment Management | 29,730 | $960.0K | 0.01% | −2,021−6.4% | Reduced |
| Occudo Quantitative Strategies LP | 29,739 | $960.3K | 0.09% | +21,467+259.5% | Added |
| UBS Group AG | 30,188 | $974.8K | 0.00% | +2,768+10.1% | Added |
| Jackson Creek Investment Advisors LLC | 30,698 | $991.0K | 0.42% | −90.0% | Reduced |
| Premier Fund Managers Ltd | 33,213 | $1.02M | 0.04% | −13,035−28.2% | Reduced |
| Jane Street Group, LLC | 32,949 | $1.06M | 0.00% | +22,042+202.1% | Added |
| Voloridge Investment Management, LLC | 33,162 | $1.07M | 0.01% | −92,866−73.7% | Reduced |
| Deutsche Bank AG | 34,176 | $1.10M | 0.00% | +8,650+33.9% | Added |
| ExodusPoint Capital Management, LP | 36,626 | $1.18M | 0.01% | +36,626 | New |
| Algert Global LLC | 36,781 | $1.19M | 0.06% | −58,500−61.4% | Reduced |
| Putnam Investments LLC | 36,997 | $1.19M | 0.00% | +36,997 | New |
| Dynamic Technology Lab Private Ltd | 37,600 | $1.21M | 0.11% | +16,920+81.8% | Added |
| Fred Alger Management, LLC | 39,000 | $1.26M | 0.01% | +39,000 | New |
| Ameriprise Financial Inc | 39,158 | $1.26M | 0.00% | +39,158 | New |
| Renaissance Technologies LLC | 39,700 | $1.28M | 0.00% | +39,700 | New |
| Conestoga Capital Advisors, LLC | 43,385 | $1.40M | 0.02% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 43,725 | $1.41M | 0.00% | +5,149+13.3% | Added |
| Moody National Bank Trust Division | 45,500 | $1.47M | 0.13% | +29,782+189.5% | Added |
| Calamos Advisors LLC | 45,871 | $1.48M | 0.01% | +45,871 | New |
| Legal & General Group Plc | 46,998 | $1.52M | 0.00% | +2,777+6.3% | Added |
| ClariVest Asset Management LLC | 48,185 | $1.56M | 0.07% | +200.0% | Added |
| Graham Capital Management, L.P. | 56,269 | $1.82M | 0.06% | +28,110+99.8% | Added |
| Alliancebernstein L.P. | 56,500 | $1.82M | 0.00% | −11,515−16.9% | Reduced |
| Susquehanna International Group, LLP | 57,807 | $1.87M | 0.00% | +57,807 | New |
| Nichols & Pratt Advisers LLP | 61,420 | $1.98M | 0.15% | −1,000−1.6% | Reduced |
| California State Teachers Retirement System | 62,321 | $2.01M | 0.00% | −659−1.0% | Reduced |
| New York State Common Retirement Fund | 62,834 | $2.03M | 0.00% | +8,125+14.9% | Added |
| State of New Jersey Common Pension Fund D | 65,046 | $2.10M | 0.01% | +65,046 | New |
| Qube Research & Technologies Ltd | 68,679 | $2.22M | 0.01% | +68,679 | New |
| Allianz Asset Management GmbH | 79,478 | $2.57M | 0.01% | +79,478 | New |
| Rhumbline Advisers | 80,199 | $2.59M | 0.00% | +3,534+4.6% | Added |
| Birchview Capital, LP | 82,700 | $2.67M | 2.09% | 00.0% | Unchanged |
| Bullseye Asset Management LLC | 83,013 | $2.68M | 1.37% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 83,946 | $2.71M | 0.05% | +83,946 | New |
| Essex Investment Management Co LLC | 84,430 | $2.73M | 0.40% | +7,469+9.7% | Added |
| SEI Investments Co | 94,191 | $3.04M | 0.01% | +27,350+40.9% | Added |
| First Trust Advisors LP | 98,234 | $3.17M | 0.00% | +38,844+65.4% | Added |
| Russell Investments Group, Ltd. | 100,068 | $3.23M | 0.01% | +99,320+13,278.1% | Added |
| McKinley Capital Management LLC /Delaware | 100,360 | $3.24M | 0.43% | +100,360 | New |
| State of Wisconsin Investment Board | 104,489 | $3.37M | 0.01% | −33,598−24.3% | Reduced |
| Bridgewater Associates, LP | 104,659 | $3.38M | 0.02% | −1,150−1.1% | Reduced |
| Swiss National Bank | 107,700 | $3.48M | 0.00% | −12,100−10.1% | Reduced |
| Federated Hermes, Inc. | 108,500 | $3.50M | 0.01% | +108,500 | New |
| Rhenman & Partners Asset Management AB | 120,000 | $3.70M | 0.41% | −30,000−20.0% | Reduced |
| Neuberger Berman Group LLC | 115,622 | $3.73M | 0.00% | +5,841+5.3% | Added |
| Prudential Financial Inc | 131,625 | $4.25M | 0.01% | −6,910−5.0% | Reduced |
| Price T Rowe Associates Inc | 134,680 | $4.35M | 0.00% | −45,704−25.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 137,709 | $4.45M | 0.01% | −2,170−1.6% | Reduced |
| Invesco Ltd. | 146,189 | $4.72M | 0.00% | +15,653+12.0% | Added |
| Principal Financial Group Inc | 151,769 | $4.90M | 0.00% | +151,769 | New |
| Macquarie Group Ltd | 153,907 | $4.97M | 0.01% | +94,639+159.7% | Added |
| Two Sigma Investments, LP | 167,696 | $5.41M | 0.02% | +87,312+108.6% | Added |
| Allspring Global Investments Holdings, LLC | 171,387 | $5.53M | 0.01% | +170,569+20,852.0% | Added |
| Cubist Systematic Strategies, LLC | 173,696 | $5.61M | 0.05% | +102,165+142.8% | Added |
| Bank of New York Mellon Corp | 187,300 | $6.05M | 0.00% | −13,825−6.9% | Reduced |
| Two Sigma Advisers, LP | 191,300 | $6.18M | 0.02% | +7,900+4.3% | Added |
| Blair William & Co | 204,126 | $6.59M | 0.03% | +12,411+6.5% | Added |
| Segall Bryant & Hamill, LLC | 206,475 | $6.67M | 0.07% | +1,291+0.6% | Added |
| Citadel Advisors LLC | 226,270 | $7.31M | 0.01% | +116,714+106.5% | Added |
| Lazard Asset Management LLC | 267,571 | $8.64M | 0.01% | −3,492−1.3% | Reduced |
| Norges Bank | 268,008 | $8.65M | 0.00% | −23,567−8.1% | Reduced |
| AXA S.A. | 269,353 | $8.70M | 0.03% | +11,080+4.3% | Added |
| Morgan Stanley | 277,437 | $8.96M | 0.00% | +62,246+28.9% | Added |
| Silvercrest Asset Management Group LLC | 282,223 | $9.11M | 0.07% | +65,801+30.4% | Added |
| Ci Investments Inc. | 289,465 | $9.35M | 0.05% | +77,100+36.3% | Added |
| Lord, Abbett & Co. LLC | 307,354 | $9.92M | 0.04% | +208,874+212.1% | Added |
| Peregrine Capital Management LLC | 314,832 | $10.2M | 0.29% | +9,293+3.0% | Added |
| Tamarack Advisers, LP | 320,000 | $10.3M | 7.88% | +35,000+12.3% | Added |
| Engle Capital Management, L.P. | 325,000 | $10.5M | 3.44% | +325,000 | New |
| Charles Schwab Investment Management Inc | 384,581 | $12.4M | 0.00% | +539+0.1% | Added |
| Millennium Management LLC | 385,500 | $12.4M | 0.01% | −710,833−64.8% | Reduced |
| Bank of America Corp | 390,111 | $12.6M | 0.00% | +67,284+20.8% | Added |
| Goldman Sachs Group Inc | 396,172 | $12.8M | 0.00% | +105,653+36.4% | Added |
| Dimensional Fund Advisors LP | 401,584 | $13.0M | 0.00% | −1,546−0.4% | Reduced |
| Driehaus Capital Management LLC | 415,640 | $13.4M | 0.19% | −10,581−2.5% | Reduced |
| JPMorgan Chase & Co | 420,755 | $13.6M | 0.00% | +13,980+3.4% | Added |
| Janus Henderson Group PLC | 460,282 | $14.9M | 0.01% | +9,867+2.2% | Added |
| TimesSquare Capital Management, LLC | 469,955 | $15.2M | 0.22% | −327,685−41.1% | Reduced |
| Northern Trust Corp | 516,612 | $16.7M | 0.00% | −2500.0% | Reduced |
| D. E. Shaw & Co., Inc. | 537,607 | $17.4M | 0.03% | −43,639−7.5% | Reduced |
| Ophir Asset Management Pty Ltd | 560,602 | $18.1M | 3.37% | +560,602 | New |
| Summit Partners Public Asset Management, LLC | 564,171 | $18.2M | 1.02% | +564,171 | New |
| Nuveen Asset Management, LLC | 621,571 | $20.1M | 0.01% | +13,173+2.2% | Added |
| Bellevue Group AG | 638,653 | $20.6M | 0.30% | −27,766−4.2% | Reduced |
| Capital International Investors | 807,600 | $26.1M | 0.01% | +807,600 | New |
| Riverbridge Partners LLC | 916,784 | $29.6M | 0.41% | −29,488−3.1% | Reduced |
| Geode Capital Management, LLC | 975,976 | $31.5M | 0.00% | +43,506+4.7% | Added |
| State Street Corp | 1,082,020 | $34.9M | 0.00% | +22,789+2.2% | Added |
| Franklin Resources Inc | 1,261,078 | $40.7M | 0.02% | −79,693−5.9% | Reduced |
| Rock Springs Capital Management LP | 1,302,500 | $42.1M | 1.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 1,369,168 | $44.2M | 0.43% | +26,798+2.0% | Added |
| Jennison Associates LLC | 1,377,363 | $44.5M | 0.04% | +81,533+6.3% | Added |